Use this step by step explanation to craft a good employee performance feedback review for a billing manager. Find the right words with quality phrases.

A Billing Manager is liable for leading and planning all billing operations, maintaining revenue by establishing, implementing and controlling the billing system as well as streamlining ongoing billing processes across multiple markets. This job is highly visible and requires a strong leader with the ability to prioritize, plan and direct the department.

Other essential responsibilities include overseeing and streamlining billing and collections processes, closing of the billing group information every end of the month, planning and implementing quality assurance for all operations, staffing discussions, and planning interviews, assisting with the implementation of a new billing system, meeting billing financial standards through providing an annual billing budget information, monitoring expenditures, implementing corrective actions as required by the company, accomplishing billing departmental objectives by measuring the billing results against the plans.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team.

Knows how to manage time properly and ensures all tasks are completed before deadlines.

Knows how to negotiate on issues effectively and to get the best deals from the negotiations.

2

INSPIRING OTHERS: Inspiring is encouraging one to be their best in contributing to the vision of an organization where they are placed and entrusted to work.

Sets realistic goals and develops a clear plan to accomplish them in order to avoid issues or confusion in future

Expands one's horizons further than before while thinking about the impact one's actions will have on those around

2

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Attracts others by his ability to work well with any team

Never concerned about personal gain but always works with the group success in mind

2

COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner.

Invests quality time, energy and money for personal improvement and development

Gets along with everyone and avoids picking fights or offending co-workers

3

HANDLING STRESS: Handling Stress is the skill to balance the requirements of the job and your abilities or available resources in performing it.

Restricts one's overtime hours and speaks to the manager if the demands are unreasonable

Does not over commit or offer to take on projects when one does not realistically have enough time

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Nimbly navigates obstacles and problems even when facing complex and unique circumstances

Aligns personal goals with those of the team or company and works hard to achieve them promptly and efficiently

2

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Keeps track of all the company's expenses in order to fine-tune where the company's money goes

Keeps track of the company loans from banks and makes sure to pay back the loans first before using the remaining profit on the company's expenses

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Makes decisions for project members, sets achievable goals, maintains a positive outlook and provides constructive feedback

Creates a team using the right set of skills, trains the members on the project at hand, delegates responsibility, and promotes support and interaction

2

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Relies on tested and proven forecasting tools to predict future trends

Attends many live events to get the attention of clients and prospects

2

TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually.

Shows interest to learn more about keeping computers and mobile devices free from unauthorized access

Seeks assistance when faced with problems related to operating modern electronic devices

2

Self Evaluation

Self Evaluation Question

Employee Comments

ADMINISTRATIVE SKILLS:

Do you encourage those under you to perform professionally at all times?

How objectively are you when handling issues and are you governed by reason or emotions when performing your administrative roles?

[employee comments]
INSPIRING OTHERS:

What are some of the things you have done in the past to improve your ability to inspire others at work?

How do you reward employees whose work exceeds your expectations? Give an example of when this has happened

[employee comments]
TEAM BUILDING:

What is your personality? Does it hinder or encourage you to participate?

What is the one particular lesson the team learned from you that they did not have before?

[employee comments]
COMPETITIVENESS:

What are some of the things you have done to help co-workers improve their professional competitive skills?

What have you done to increase your knowledge and understanding about competitiveness in the workplace?

[employee comments]
HANDLING STRESS:

Describe a time when you have had a heavy workload. How did you handle it?

Which specific areas in your current department do you find to be the most stressful?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you have handled a project that demanded a lot of effort? How did you go about it?

When you have a lot of projects you need to complete, what do you do to accomplish them effectively and promptly?

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

Describe a time when you have had to deal with a customer who had exceeded the company's payment term. How did you go about it?

[employee comments]
PROJECT MANAGEMENT:

What stress management techniques and problem resolution models have you used while managing a project? Illustrate your answer with a real life example

What is the greatest challenge you faced on your last project? How did you overcome it? What lesson did you learn?

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of any business trends that you predicted accurately?

Can you think of a new trend that caught you unawares and how did you respond?

[employee comments]
TECHNOLOGY SAVVY:

Can you describe a situation where you successfully utilized the power of computers to process tasks more efficiently and accurately?

Have you ever advocated the use of modern electronic devices that can assist in sharing and storing data more efficiently?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:
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